Discipline Wealth Solutions, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2010507
GREENVILLE, SC
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$34,875,957
+$24,107,577 QoQ
Shares Held
133,155
+219.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
14.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,875,957 | 133,155 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $10,768,380 | 41,746 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,523,729 | 9,925 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,431,359 | 6,040 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $791,204 | 3,568 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $905,855 | 3,770 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $962,360 | 4,057 | Shares | Sole | 2024-11-19 | |
| 2024-06-30 | $704,269 | 3,230 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $353,400 | 1,546 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $568,097 | 2,663 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||